BFO

Boston Family Office Portfolio holdings

AUM $1.57B
1-Year Est. Return 11.23%
This Quarter Est. Return
1 Year Est. Return
+11.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.41B
AUM Growth
-$43.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$5.7M
2
+$3.53M
3
+$2.5M
4
IBTM icon
iShares iBonds Dec 2032 Term Treasury ETF
IBTM
+$1.47M
5
MSFT icon
Microsoft
MSFT
+$1.16M

Top Sells

1
+$4.31M
2
+$3.1M
3
+$2.28M
4
IBTF icon
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$2.04M
5
CMCSA icon
Comcast
CMCSA
+$1.4M

Sector Composition

1 Technology 25.01%
2 Healthcare 13.59%
3 Financials 11.21%
4 Industrials 8.24%
5 Consumer Discretionary 6.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$66.1M 4.68%
297,778
-19,408
2
$52M 3.68%
138,391
+3,083
3
$48.1M 3.41%
137,381
-1,491
4
$47.2M 3.34%
247,896
+1,644
5
$32.6M 2.31%
208,645
+192
6
$31.7M 2.24%
59,517
-1,595
7
$30M 2.12%
126,903
-3,238
8
$29.5M 2.09%
93,178
-1,814
9
$28.3M 2%
54,992
+11,085
10
$27.6M 1.96%
49,405
-1,937
11
$27.5M 1.95%
126,584
-990
12
$26.8M 1.9%
52,714
-69
13
$25.7M 1.82%
105,501
-1,663
14
$25M 1.77%
84,805
-1,556
15
$24.7M 1.75%
166,528
-5,924
16
$24.5M 1.74%
96,681
-2,126
17
$24.2M 1.71%
90,032
-1,278
18
$24M 1.7%
64,509
+2,108
19
$23.7M 1.67%
134,154
-785
20
$22M 1.56%
72,128
+1,560
21
$21.3M 1.5%
36,048
-1,771
22
$20.2M 1.43%
25,406
+3,136
23
$19.9M 1.41%
39,999
-175
24
$19.7M 1.39%
277,635
-4,275
25
$19.5M 1.38%
75,495
-2,131
1
2 3 4 5